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CFP
WH
CFP

William Hensley

Cambridge Investment Research Advisors, INC.
30 Years of Experience
Ironton, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Hensley is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ironton, OH, with 30 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3933 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

807 S. Third St., Ironton, OH, 45638

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a board member for Young Life Huntington and the Rotary Club of Barboursville WV, and co-owner of Creative Financial Solutions LLC. He is also an advisory representative of a RIA, an independent insurance agent, a tax preparer, and owns rental properties.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 12 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2014 - Present · 12 yrs 7 mos
Creative Financial Solutions, LLC
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Wrp Investments, INC.
July 2000 - March 2014 · 13 yrs 8 mos
Creative Financial Solutions, LLC
November 1999 - December 2006 · 7 yrs 1 mo
Wrp Investments, INC.Broker
August 1996 - March 2014 · 17 yrs 7 mos
State Registrations10 states
FLGAINKSKYNCOHSCTXWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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